Farther Finance Advisors’s Helios Technologies HLIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$30.1K Buy
440
+396
+900% +$26.5K ﹤0.01% 3367
2025
Q4
$2.35K Buy
44
+15
+52% +$809 ﹤0.01% 4628
2025
Q3
$1.51K Buy
29
+24
+480% +$1.12K ﹤0.01% 4239
2025
Q2
$167 Hold
5
﹤0.01% 4233
2025
Q1
$156 Sell
5
-6
-55% -$242 ﹤0.01% 3997
2024
Q4
$491 Hold
11
﹤0.01% 3444
2024
Q3
$524 Buy
11
+1
+10% +$44 ﹤0.01% 3416
2024
Q2
$468 Buy
10
+5
+100% +$239 ﹤0.01% 3292
2024
Q1
$220 Hold
5
﹤0.01% 3246
2023
Q4
$227 Buy
+5
New +$231 ﹤0.01% 3202

Other funds holding HLIO